- First, you need to register in ApiX-Drive
- Choose what data to transfer from Salesforce CRM to Worksection
- Turn on auto-update
- Now the data will be automatically transferred from Salesforce CRM to Worksection
Integration Salesforce CRM + Worksection
Connect Salesforce CRM and Worksection via web interface in 5 minutes, without programmers and special knowledge.
Create integration of Salesforce CRM and Worksection yourself, without programmers
Other available integrations
Salesforce CRM (245 available connectors)
Worksection (245 available connectors)
Without restrictions
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Automation capabilities of
Salesforce CRM and Worksection
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from Salesforce CRM to Worksection.
Transmit data at specified intervals from Salesforce CRM to Worksection.
Data source: Salesforce CRM, available actions:
- Get ACCOUNTS (modified)
- Get ACCOUNTS (new)
- Get POSSIBILITY (modified)
- Get POSSIBILITY (new)
- Get POSSIBILITY by stage (new)
- Get TASKS (modified)
- Get TASKS (new)
- Get ORDERS (modified)
- Get ORDERS (new)
- Get ORDERS by stage (new)
- Get COMPANIES (modified)
- Get COMPANIES (new)
- Get CONTACTS (modified)
- Get CONTACTS (new)
- Get LEADS (modified)
- Get LEADS (new)
- Get LEADS by stage (new)
Data receiver: Worksection, available actions:
- Create TASK
- Create SUBTASK
- Create PROJECT
F.A.Q. on integration of Salesforce CRM and Worksection
How is integration of Salesforce CRM and Worksection carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate Salesforce CRM with Worksection?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 268+ integrations beside Salesforce CRM and Worksection
Information about Salesforce CRM
The Salesforce CRM CRM platform offers users a range of solutions for customer relationship management, team customization, as well as marketing automation, analytics, customer service, and self-service application development. The company, which was founded in the United States in 1999, estimates that more than 150,000 companies worldwide are using its capabilities, including retailers, the financial sector, transportation companies, government and charitable organizations, and more. More
Information about Worksection
Worksection system specializes in project management, providing clients with a wide range of tools for planning and organizing projects, managing communications within it, and obtaining detailed reports. Depending on the version of the service, the minimum number of active projects and users is 10, and the maximum is not limited. You can also invite clients and partners of the company to the project, who take an active part in the work of the team and can track the speed and efficiency of work, leave comments and invite outside specialists to the team. The system also offers customers a mobile version for iOS and Android. More
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